How to link an account to an organization

Estimated 2 minute read

You must be an Org Super Admin and have active Administrator or Owner access to each account you select to link.

You will learn

Learn how to link an account to your organization, and how account linking affects access for Org Super Admins.

How linking works

• Linking a parent account automatically links all child accounts under that billing family.
• A single account that isn't part of a billing family can also be linked on its own. If it later joins a billing family whose parent you link to the same organization, it does not need to be unlinked first.
• You can link multiple full billing families to one organization.

An existing Org Super Admin can grant someone else Org Super Admin status. Once someone is an Org Super Admin, they automatically have access to every linked account within the organization. There's no need for individual account assignments. Opening a linked account requires separate access to that account. For more on roles and permissions, see understanding user roles for organizations.

Link an account

Accounts already linked to an organization do not appear in the list of accounts you can link.

1. Switch to your organization using the account menu.
2. Go to Manage > Accounts, then click New account.
3. Select Link an existing account, then click Next.
4. Select the accounts you want to link, then click Review. To link a billing family, select its parent account.
5. Review the selected accounts and organization, then click Link accounts.

After linking succeeds, the accounts appear on the Accounts page.